Price (90d)
$48.23Signal Score (90d)
160Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $13.18B | $32.00M | $0.28 |
| 2024 | $11.71B | $134.00M | $1.12 |
| 2023 | $9.78B | $229.00M | $1.93 |
| 2022 | $8.99B | $197.00M | $1.68 |
| 2021 | $7.94B | $153.00M | $1.33 |
Social Signal Score
Earnings
Tue, Nov 3(in 3 months)
Consensus estimate $0.87 per share
Typical surprise +4.8% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$0.59 vs $0.58beat
- Tue, May 5$0.50 vs $0.37beat
- Tue, Feb 10$0.87 vs $0.83beat
- Tue, Nov 4$0.79 vs $0.78beat
- Tue, Aug 5$0.57 vs $0.56beat
- Wed, May 7$0.29 vs $0.26beat
Estimates and results for GXO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from GXO's reported EPS growth of -32.3% a year over 4 years. Historical EPS growth of -32% would project the company towards zero. Floored at -15% as a starting point.
- EPS in 5 years
- $0.12
- Implied price
- $2.21
- Return from $48.58
- -46.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1.10 — -97.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -25.0% | -56.1% | -54.1% | -52.4% | -51.0% | -49.6% |
| -20.0% | -53.2% | -51.1% | -49.3% | -47.7% | -46.3% |
| -15.0% | -50.3% | -48.0% | -46.1% | -44.4% | -42.9% |
| -10.0% | -47.4% | -45.0% | -42.9% | -41.1% | -39.6% |
| -5.0% | -44.5% | -41.9% | -39.8% | -37.9% | -36.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (3)
- Newsyoutube.com·4d ago·Neutral
GXO CEO Patrick Kelleher: Data centers are a big business, and they're growing for us GXO CEO Patrick Kelleher joins 'Squawk on the Street' to discuss ringing the NYSE opening bell, the logistics business, marking five years since the spinoff, data centers, and more.
View source ↗ - Newsseekingalpha.com·4d ago·Positive
GXO Logistics Is Gaining Business At Lower Incremental Margins, Signaling Model Challenges GXO Logistics reported 2Q26 results showing strong commercial wins but stagnant margins and minimal operating leverage. GXO's organic revenue grew 3.4%, but profits and margins remained flat, highlighting cost absorption issues despite new business signings. Management aspires to 6% EBIT margins, yet the current valuation already prices in this optimistic scenario at over 10x earnings.
View source ↗ - Newsmarketbeat.com·7d ago·Positive
GXO Logistics Q2 Earnings Call Highlights GXO Logistics NYSE: GXO reported second-quarter revenue of $3.4 billion, up 4% year over year and 3.4% on an organic basis, as the contract logistics provider pointed to its strongest commercial quarter in three years and reaffirmed its 2026 financial outlook.
View source ↗